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  1. Goldman Sachs28 min

    "The Battle for Our Screens," Part 3: Social Media in the Social Distancing Age

    Heather Bellini, Piyush Mubayi, Jane Dunlevie, Jake Siewert, Heath Terry, Jane Dunleavy

    This event analyzed how the 2020 pandemic accelerated social media engagement, drove Zoom's user base to expand sixfold, and normalized short-form video usage in Asian markets while sparking VR/AR adoption. Speakers identified scaling infrastructure and content moderation as critical operational hurdles, noting that platforms like TikTok succeeded through superior UX and algorithmic efficiency. The discussion further projected a robust M&A landscape where acquirers prioritize video capabilities and social commerce, despite a divergence between declining revenue expectations and rising stock valuations.

  2. Goldman Sachs25 min

    Episode 140: Why Startups Shouldn’t All Be Pitched As “Tech Companies”

    Jake Siewert, Gregg Lemkau, Brynn Putnam, Ryan Petersen

    At the Goldman Sachs Builders and Innovators Conference, over 100 global entrepreneurs, including Mirror CEO Bryn Putnam and Flexport COO Ryan Peterson, presented strategies for scaling high-growth businesses in an investment climate focused on total addressable market and long-term profitability. Putnam outlined Mirror's pivot toward a SaaS and media valuation model to diversify beyond hardware, while Peterson detailed Flexport's transition from aggressive expansion to unit economics profitability within the sclerotic global logistics sector. Participants and panelists emphasized that future success depends on rigorous fundraising discipline, the ability to navigate complex regulatory environments, and a founder mindset driven by market frustration rather than wealth accumulation.